Full-time

Senior Member Solutions Advisor

Posted by Envision Financial • Duncan, British Columbia, Canada

📍 Duncan, British Columbia 🕒 February 21, 2026

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About the Role

We are currently seeking a Senior Member Solutions Advisor to join our team.
The Senior Member Solutions Advisor is based in the Member Advice Centre and provides exceptional customer service to current and potential members by proactively offering a range of investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.
Here’s what would be included as a part of your typical day
Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Provides dedicated outbound pro-active calling to support FW branch networks and outreach campaigns. Identifies and assesses customers' needs to achieve satisfaction. Continually builds member relationships and pro-actively expands member’s base portfolios to support MAC goal...
                

Job Details

Location Duncan, British Columbia
Job Type Full-time
Category Business Operations Specialists
Posted February 21, 2026
Deadline April 02, 2026

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